Purchases and Sales Made in Q4 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$4.12M - $4.62M
|
46.9K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
46.4K+ 24.0% |
$4.07M - $4.57M
|
240K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 67.94% |
$3.91M - $4.39M
|
110K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9K+ 65.42% |
$3.85M - $4.32M
|
111K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.2KNew |
$3.79M - $4.26M
|
43.2K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 12.08% |
$3.75M - $4.21M
|
396K
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
40.5KNew |
$3.56M - $3.99M
|
40.5K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4K+ 3.5% |
$3.55M - $3.99M
|
1.2M
$111M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.4KNew |
$3.46M - $3.88M
|
39.4K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
39KNew |
$3.43M - $3.85M
|
39K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
BUY
|
- |
38.5K+ 87.1% |
$3.39M - $3.8M
|
82.8K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
36.9KNew |
$3.24M - $3.64M
|
36.9K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36.4K+ 15.74% |
$3.2M - $3.59M
|
268K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
36.3KNew |
$3.19M - $3.58M
|
36.3K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
36.3K+ 23.28% |
$3.19M - $3.58M
|
192K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.3K+ 3.0% |
$3.19M - $3.57M
|
1.24M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
35.4KNew |
$3.11M - $3.49M
|
35.4K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
34.5K+ 14.56% |
$3.03M - $3.41M
|
272K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
32.4K+ 25.33% |
$2.85M - $3.2M
|
160K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
31.1K+ 5.48% |
$2.74M - $3.07M
|
599K
$55.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
30.8K+ 781.19% |
$2.71M - $3.04M
|
34.8K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.2KNew |
$2.65M - $2.98M
|
30.2K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
29.9KNew |
$2.63M - $2.95M
|
29.9K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
29.2K+ 22.01% |
$2.57M - $2.88M
|
162K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
29.2K+ 7.13% |
$2.57M - $2.88M
|
439K
$40.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
28.7KNew |
$2.52M - $2.83M
|
28.7K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
28.6KNew |
$2.51M - $2.82M
|
28.6K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
26.8KNew |
$2.35M - $2.64M
|
26.8K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.4K+ 4.47% |
$2.32M - $2.61M
|
618K
$57.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
26.2K+ 182.18% |
$2.31M - $2.59M
|
40.7K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25.2K+ 91.87% |
$2.21M - $2.48M
|
52.6K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
24.6K+ 35.55% |
$2.17M - $2.43M
|
94K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
24.4K+ 967.28% |
$2.14M - $2.4M
|
26.9K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
24.2KNew |
$2.13M - $2.39M
|
24.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
24K+ 55.67% |
$2.11M - $2.36M
|
67K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
23.8KNew |
$2.09M - $2.34M
|
23.8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.5K+ 69.49% |
$2.06M - $2.31M
|
57.2K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
22.4KNew |
$1.97M - $2.21M
|
22.4K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.3K+ 13.16% |
$1.96M - $2.2M
|
191K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$27.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.9K+ 12.69% |
$1.92M - $2.16M
|
194K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 8.38% |
$1.9M - $2.13M
|
280K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
21.6K+ 8.23% |
$1.9M - $2.13M
|
284K
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
21.3KNew |
$1.87M - $2.1M
|
21.3K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.2KNew |
$1.86M - $2.09M
|
21.2K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3K+ 113.97% |
$1.78M - $2M
|
38.1K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.78M - $1.99M
|
20.2K
$1.88M
|